Maridea Wealth Management

RIASEC Registered

Total AUM

$2B

Discretionary

$1.9B

99% of AUM

Avg account

$322K

Accounts

6,117

Employees

Advisory reps

Firm details

Headquarters: Brooklyn, New York
CRD number: 325523
Registered since: January 31, 2024
Website: www.marideawealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals59.39%
HNWI32.06%
Pension & Profit Sharing Plans8.54%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maridea Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and operates as a capital allocator, sourcing third-party managers in addition to managing client portfolios directly. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Maridea does not describe itself as an active ESG investor and lists industry relationships with other investment advisers, accountants, and insurance companies.